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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,404 | $254,759-31.5% | $216,567-19.5% | $198,609-12.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 81.6%+9.3pp | 82.4%+8.5pp |
| Annual return | 21.84% | 10.04%+11.8pp | 12.94%+8.9pp | 202.70%-180.9pp |
| Employer contribution / active EE | $16,489 | $6,096+170.5% | $5,216+216.1% | $5,055+226.2% |
| Participant deferral / active EE | $12,595 | $6,948+81.3% | $6,191+103.5% | $6,977+80.5% |
| Admin fee / account holder | $15 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |